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TSMC's Q4 revenue guidance exceeded expectations by 6% to $53.3 billion, with a full-year growth forecast raised to 44%, and consideration for further expansion in the US.
TSMC announced on its Q3 2026 earnings call that it expects Q4 sales to be $53.3 billion at the midpoint, approximately 6% higher than market estimates. The company also raised its full-year 2026 revenue growth forecast from "slightly above 40%" to approximately 44%. Furthermore, TSMC CEO C.C. Wei confirmed that the company is evaluating further expansion of its U.S. production capacity beyond Arizona, with Texas being considered for site selection. He also revealed that TSMC is in talks with Musk's Terafab for capacity cooperation, but emphasized that TSMC must lead the factory's operations.
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